Salesforce Configuration

Overview

As an admin, configure Salesforce in Workspace Admin to select workflow routing, obtain Salesforce account details, fetch, and add Salesforce objects.

Prerequisites

Before setting up the SF configuration, ensure that the Channel, user variables, and agent states are configured as part of the installation process.

Note:

You must be a system administrator to view the channel configuration information.

Steps

The configuration process is displayed as a Step-by-Step process in the Workspace Admin interface, guiding you through each step and showing your progress. Follow the steps and monitor the progress bar to track your completion status.

To get started with the configuration process, perform these steps:

1. Log in to Workspace admin with system admin credentials.

2. Click and then click Admin.

3. From the dropdown menu, select Salesforce.

4. Click SF Configuration in the left navigation panel.

The configuration process page is displayed.